Elevation Point Stakes $750M Michigan RIA

Published on January 14, 2025

The deal with Stonebrook Private represents Elevation Point’s first strategic investment since its inception in June.

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NFIB Small Business Survey: Optimism Surges to Six-Year High

January 14, 2025
The headline number for the NFIB Small Business Optimism Index surged to its highest level in over six years last month, coming in at 105.1. December's reading marks the 2nd consecutive month the index has been above the historical average of 97.9 and was higher than the forecast of 101.3.

Seven Investment Must Reads for This Week (Jan. 14, 2025)

January 14, 2025
Morningstar looks at whether investor portfolios should be flipped to 40/60 as bonds become more attractive. Allianz has rolled out two fund of funds that focus on buffer ETFs, reports etf.com. These are among the investment must reads we found this week for wealth advisors.